Tag Archives: Library Document

Security Policies applied to Library entity with release of Sage CRM 2019 R2

Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like… Read More »

Attached Company Library Document in Email

In standard CRM, when user clicks on “New Email” button there is functionality to attach all global documents, local documents and send mail. The below screen shot is for standard functionality in CRM. But what if somebody wants to show only company library documents and attach the same to the mail i.e. you should see… Read More »